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Bank of Montreal

632 hedge funds and large institutions have $44.4B invested in Bank of Montreal in 2026 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 204 increasing their positions, 214 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

5% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 214

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

62% less call options, than puts

Call options by funds: $596M | Put options by funds: $1.56B

Holders
632
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$596M
Puts
$1.56B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
601
SJS Investment Consulting
Ohio
$5.82K
CTA
602
Colonial Trust Advisors
South Carolina
$5.41K
PCM
603
Penserra Capital Management
California
$5K
MPW
604
MASECO Private Wealth
$4.82K
WPWM
605
Western Pacific Wealth Management
Illinois
$4.33K
RFP
606
Root Financial Partners
California
$3.92K
SC
607
Steph & Co
Wisconsin
$3.38K
PFBT
608
Parkside Financial Bank & Trust
Missouri
$3.11K
BIA
609
Bell Investment Advisors
California
$3.11K
GFA
610
Godfrey Financial Associates
New York
$3.11K
CFM
611
Cornerstone Financial Management
Massachusetts
$3.11K
VNA
612
Valley National Advisers
Pennsylvania
$3K
KG
613
Kilter Group
New York
$2.98K
EWM
614
Evolution Wealth Management
Florida
$2.44K
Optiver Holding
615
Optiver Holding
Netherlands
$2.03K
HFS
616
Hantz Financial Services
Michigan
$2K
NA
617
NewEdge Advisors
Louisiana
$1.88K
WA
618
Westfuller Advisors
New York
$1.87K
CA
619
CoreCap Advisors
Michigan
$1.64K
PWAM
620
Private Wealth Asset Management
Iowa
$1.62K
IWS
621
Intentional Wealth Strategies
Colorado
$1.49K
SHIM
622
Stone House Investment Management
Pennsylvania
$1.35K
FNWA
623
Financial Network Wealth Advisors
Utah
$1.08K
CT
624
Colonial Trust
South Carolina
$921
CFD
625
Creative Financial Designs
Indiana
$812